OCPWS
One Charles Private Wealth Services’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
1,774
+234
| +15% | +$33.5K | 0.07% | 137 |
|
|
2025
Q1 | $258K | Hold |
1,540
| – | – | 0.08% | 123 |
|
|
2024
Q4 | $223K | Buy |
1,540
+22
| +1% | +$3.19K | 0.08% | 137 |
|
|
2024
Q3 | $224K | Sell |
1,518
-17
| -1% | -$2.5K | 0.09% | 137 |
|
|
2024
Q2 | $240K | Hold |
1,535
| – | – | 0.1% | 130 |
|
|
2024
Q1 | $242K | Hold |
1,535
| – | – | 0.11% | 132 |
|
|
2023
Q4 | $229K | Hold |
1,535
| – | – | 0.12% | 128 |
|
|
2023
Q3 | $259K | Sell |
1,535
-47
| -3% | -$7.93K | 0.15% | 101 |
|
|
2023
Q2 | $249K | Sell |
1,582
-19
| -1% | -$2.99K | 0.14% | 112 |
|
|
2023
Q1 | $261K | Buy |
1,601
+36
| +2% | +$5.87K | 0.16% | 104 |
|
|
2022
Q4 | $281K | Buy |
1,565
+8
| +0.5% | +$1.44K | 0.18% | 95 |
|
|
2022
Q3 | $224K | Buy |
1,557
+8
| +0.5% | +$1.15K | 0.15% | 106 |
|
|
2022
Q2 | $214K | Buy |
1,549
+88
| +6% | +$12.2K | 0.14% | 111 |
|
|
2022
Q1 | $238K | Buy |
+1,461
| New | +$238K | 0.15% | 104 |
|